I've drafted a workflow, now I want to test it and then start using it

Once you've started to build a workflow, testing it helps make sure it works the way you expect and allows you to refine and improve it.

8 articles in this collection
Written by Stephen Corwin, Catherine Geanuracos, and Jasmine Burns

How can I test Workflows before launch?

Run through sample versions of your workflows as an applicant and an administrator by creating a non-admin test account

Written by Stephen Corwin
Updated over a week ago

Going live - how do constituents start using your workflow?

How to go live by putting a link to your ClearForms workflow on your website or social media feeds

Written by Stephen Corwin
Updated over a week ago

How do I determine which workflows are available for people to use? How to Publish, Close, Archive, and Unpublish workflows

How to change the status of a workflow and archive workflows so they don't appear on your Workflows page

Written by Catherine Geanuracos
Updated over a week ago

How do I start a process as an admin?

Learn how to test a workflow or begin an internal process

Written by Stephen Corwin
Updated over a week ago

Pre-launch checklist: Teams

Walk through the steps you should review to ensure your Team is properly configured

Written by Catherine Geanuracos
Updated over a week ago

Workflow Pre-Launch Checklist

Use this handy checklist to make sure all your settings are configured and you're ready to go live with the public

Written by Jasmine Burns
Updated over a week ago

How to delete test processes

When you're ready to go live, delete your tests

Written by Catherine Geanuracos
Updated over a week ago

Is there a way for applicants to see multiple workflows from our government in one place?

Overview of Public URL / Public Portal for a Team, one of the places where constituents can view and select from a group of workflows

Written by Stephen Corwin
Updated over a week ago